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Insight 2811 Inc’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Insight 2811 Inc’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
9,519
-17
-0.2% -$2.16K 0.51% 30
2026
Q1 		$1.1M Buy
9,536
+94
+1% +$11K 0.46% 30
2025
Q4 		$1.05M Buy
9,442
+17
+0.2% +$1.89K 0.46% 29
2025
Q3 		$1.04M Buy
9,425
+575
+6% +$61.3K 0.46% 26
2025
Q2 		$896K Sell
8,850
-260
-3% -$24.8K 0.42% 29
2025
Q1 		$879K Buy
9,110
+100
+1% +$10.4K 0.45% 25
2024
Q4 		$955K Buy
+9,010
New +$997K 0.49% 24

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Insight 2811 Inc's VIOO Position: Q2 2026 in Review

Insight 2811 Inc reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.18% in Q2 2026, selling an estimated $2.16K and leaving 9,519 shares worth $1.31M. The position accounts for 0.51% of the portfolio, ranked #30.

Insight 2811 Inc first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Insight 2811 Inc held 9,519 shares of Vanguard S&P Small-Cap 600 ETF worth $1.31M as of Q2 2026.
  • Insight 2811 Inc sold 17 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $2.16K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.51% of Insight 2811 Inc's portfolio in Q2 2026, its #30 holding.
  • Insight 2811 Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.